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Steven Brandt

Acorn Financial Advisory Services, INC.
32 Years of Experience
Alexandria, VA
2 Disclosures
View SEC Summary
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Steven Brandt is a registered investment advisor at Acorn Financial Advisory Services, INC., based in Alexandria, VA, with 32 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 2,619 clients with $1.4B in assets under management.

Acorn Financial Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
2,619 clients
Average Client Portfolio
$534K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$17,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.70%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.90%
$10.0M - $20.0M0.80%
$20.0M - $50.0M0.70%
$50M+0.60%

Certain specialized strategies (strategicALPHA, strategicCORE, strategicOPPORTUNITIES) are assessed a flat annual fee of 1.50%. Fees and account minimums are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1521 King St, Alexandria, VA, 22314

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2018
Award / Judgment
Regulatory
April 1999
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Steven is a partner in BW Capital, a holding company for future business purposes, but currently inactive. He is also an investment member of Path to AUM LLC, a personal closed investment partnership, dedicating minimal time to maintaining alignment with invested investment strategies.

Employment History
Current Registrations
Acorn Financial Advisory Services, INC.
December 2017 - Present · 8 yrs 10 mos
Previous Registrations
The Strategic Financial Alliance, INC.Broker
December 2017 - January 2019 · 1 yr 1 mo
LPL Financial LLC
November 2016 - December 2017 · 1 yr 1 mo
LPL Financial LLCBroker
July 2016 - December 2017 · 1 yr 5 mos
Cetera Advisors LLCBroker
January 2004 - July 2016 · 12 yrs 6 mos
Ifg Network Securities, INC.Broker
November 1993 - January 2004 · 10 yrs 2 mos
State Registrations2 states
TXVA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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